DFX Intelligence

B•••• J••••• P•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst24 years in industry

B•••• J••••• P•••

Advisor at G•••••• I••••••••• M•••••••••

CARMEL, IN

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Search this name across graphsid dfx:ria:5943cc01-0a9f-ff43-83ae-f189efb43928

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 6, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: G•••••• I••••••••• M•••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Sep 5, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••• I••••••••• M•••••••••	Mixed wealth	Mar 19, 2012	n/a	yes	CARMEL, IN	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Oct 1, 2008	Feb 22, 2012	no	Indianapolis, IN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	G•••••• I••••••••• M•••••••••	Feb 22, 2012	Mar 19, 2012	26	Firm change	Other
J••• M••••• S••••••••• I•••	J••• M••••• S••••••••• L••	Oct 1, 2008	Oct 1, 2008

Relationships

Registered with (4)

→ G•••••• I••••••••• M•••••••••Registered adviserregistration: current employment
Mar 19, 2012 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 1, 2008 to Feb 22, 2012factForm ADV
→ J••• M••••• S••••••••• I•••Registered adviserregistration: previous registration
Sep 27, 2006 to Oct 1, 2008factForm ADV
→ B••• O•• S••••••••• C•••••••••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5943cc01-0a9f-ff43-83ae-f189efb43928
First observed: Sep 6, 2002
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.